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Nuveen ESG Mid-Cap Growth ETF

138 hedge funds and large institutions have $327M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 123138 (+15)

8% more capital invested

Capital invested by funds: $303M → $327M (+$24.2M)

1.08% more ownership

Funds ownership: 75.53%76.61% (+1.1%)

44% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 59

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
33
Reduced
59
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Neumann Capital Management
California
$501K -$11.9K -250 -2%
HighTower Advisors
52
HighTower Advisors
Illinois
$490K -$10.4K -217 -2%
Citadel Advisors
53
Citadel Advisors
Florida
$466K +$214K +4,483 +84%
P
54
&Partners
Tennessee
$466K +$465K +9,751 New
Truist Financial
55
Truist Financial
North Carolina
$448K +$451K +9,462 New
CA
56
Continuum Advisory
Idaho
$442K -$20.8K -437 -4%
TRCT
57
Tower Research Capital (TRC)
New York
$442K +$179K +3,759 +68%
IWM
58
IHT Wealth Management
Illinois
$440K -$22.8K -477 -5%
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$415K -$157K -3,300 -28%
EPW
60
Evergreen Private Wealth
Colorado
$410K +$620 +13 +0.2%
Jane Street
61
Jane Street
New York
$405K +$408K +8,549 New
LFG
62
Larson Financial Group
Missouri
$404K -$2.24K -47 -0.5%
SB
63
Simmons Bank
Arkansas
$404K -$668 -14 -0.2%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$386K +$67.3K +1,410 +21%
CTC
65
Central Trust Company
Missouri
$378K -$5.29K -111 -1%
RW
66
RVW Wealth
California
$373K
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$366K -$28K -586 -7%
RCS
68
Retirement Capital Strategies
California
$360K +$363K +7,601 New
MFA
69
McClarren Financial Advisors
Pennsylvania
$343K +$143 +3 +0%
FWM
70
Fingerlakes Wealth Management
New York
$343K -$1.38K -29 -0.4%
LAMNM
71
Longview Asset Management (New Mexico)
New Mexico
$340K +$342K +7,179 New
GSWM
72
Golden State Wealth Management
California
$299K +$301K +6,320 New
CNBT
73
Canandaigua National Bank & Trust
New York
$297K +$15.4K +322 +5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$297K -$190K -3,986 -39%
MFG
75
Merit Financial Group
Georgia
$296K

NUMG Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q4 2024, worth a combined $327M — up 8% from $303M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NUMG positions and 6 closed out — a net gain of 18 holders — while 33 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.66M. The largest seller was TIAA Trust, National Association, cutting an estimated $2.29M.

  • 138 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $327M of Nuveen ESG Mid-Cap Growth ETF stock for Q4 2024, up 8% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q4 2024 and 6 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q4 2024 was Wells Fargo, an estimated $2.66M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q4 2024 was TIAA Trust, National Association, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2024.